Tax Documents to Keep
FORMS STATEMENTS EXPENSES CHARITABLE INTEREST DONATIONS
K-1 BANK STATEMENTS NON-REIMBURSABLE CASH AND NON MORTGAGE WORK EXPENSES CASH ITEMS INTEREST
K-2 BROKERAGE STATEMENTS HOMEOWNER EXPENSES STUDENT LOAN INTEREST
1099'S MUTUAL FUND STATEMENTS CASUALTY OR THEFT LOSSES
1098'S RETIREMENT CONTRIBUTIONS GAMBLING LOSSES
2439 CUSTIDIAL FEES
2119 EDUCATION (from sale of home)
STATE/LOCAL/FOREIGN TAX PREP COSTS
TAXES